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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.29B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$814M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$228M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$191M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$96.8M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$94.6M
4
Goldman Sachs
Goldman Sachs
New York
-$28.2M
5
HI
Horizon Investments
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$938K -$40.5K -613 -4%
TVAMP
602
Tennessee Valley Asset Management Partners
Tennessee
$937K -$44.4K -671 -5%
FCA
603
FLC Capital Advisors
California
$934K +$45.9K +694 +5%
SFG
604
StrategIQ Financial Group
Indiana
$928K -$3.37K -51 -0.4%
PCA
605
Peddock Capital Advisors
Massachusetts
$925K +$4.69K +71 +0.5%
CC
606
Courier Capital
New York
$921K -$30.8K -465 -3%
NRW
607
Nova R Wealth
Kansas
$921K +$1.12K +17 +0.1%
YWS
608
Yarger Wealth Strategies
Ohio
$909K -$56.9K -860 -6%
AA
609
Advisory Alpha
Michigan
$908K -$104K -1,570 -10%
SWA
610
Stratos Wealth Advisors
Ohio
$906K -$905K -13,687 -50%
BCP
611
Blackhawk Capital Partners
Wisconsin
$901K -$20.5K -310 -2%
VCA
612
Verdence Capital Advisors
Maryland
$897K +$633K +9,576 +240%
SG
613
StoneX Group
New York
$892K -$226K -3,406 -20%
BWM
614
BCS Wealth Management
Tennessee
$881K -$4.5K -68 -0.5%
FSA
615
Financial Sense Advisors
California
$879K +$1.59K +24 +0.2%
GBWM
616
Granite Bay Wealth Management
New Hampshire
$877K +$212K +3,210 +32%
WIM
617
WealthPlan Investment Management
Nebraska
$875K +$875K +11,842 New
MC
618
Moors & Cabot
Massachusetts
$869K +$45.3K +686 +6%
SIA
619
Soltis Investment Advisors
Utah
$867K -$70.9K -1,073 -8%
MLA
620
My Legacy Advisors
Oregon
$864K +$8.24K +125 +1%
CCFM
621
Clear Creek Financial Management
Washington
$858K -$20K -303 -2%
KCM
622
Kathmere Capital Management
Pennsylvania
$857K -$296K -4,476 -26%
OCM
623
One Capital Management
California
$850K -$194K -2,935 -19%
WAL
624
W Advisors LLC
Tennessee
$843K +$214K +3,234 +34%
LC
625
Lincoln Capital
Nebraska
$834K +$1.32K +20 +0.2%
23 24
25
26 27